Find a Financial Advisor in Kingston, PA

 

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We did the hard work of finding trustworthy partners in Kingston, PA.

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We Only Work With The Best Kingston Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Kingston, PA


  • Financial Advisor Close to Kingston, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Kingston, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kingston, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Kingston financial advisors.
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How Retirement-Friendly is Kingston, PA?

  • Population: 12,873
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $130,300
  • Average Monthly Housing Cost: $872
  • Average Household Income: $68,196
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Kingston, PA

 

ASCO FINANCIAL GROUP, INC.

Website

(570) 714-0720

575 Pierce Street
Suite 301
Kingston, PA 18704

SEC#: 801-61809
Years in Business: 18 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

185 Sahara Drive

Kingston, PA 18704

SEC#: 801-69992
Years in Business: 12 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

185 Sahara Drive

Kingston, PA 18704

SEC#: 801-69992
Years in Business: 12 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

185 Sahara Drive

Kingston, PA 18704

SEC#: 801-69992
Years in Business: 12 years

CAPITAL MARKETS IQ, LLC

Website

(310) 882-6380

185 Sahara Drive

Kingston, PA 18704

SEC#: 801-69992
Years in Business: 12 years

 


Kingston, PA Financial Advisor FAQs

It really depends on the person's individual needs. However, there are a number of items that can be helpful in navigating a financial advisor/planner’s service. Some other questions to consider asking could be: What is your affiliations or any connections to other businesses as well as what type of investments you recommend? What fees will be involved with this investment?
It can be beneficial to get financial advising during periods of high uncertainty in the economy, deciding on retirement or other financial decisions. A knowledgeable advisor can help you stay on top of investments and generate income while working through major life changes.
Make sure that they provide objective advice on which investment vehicles meet your needs with investors bearing sole responsibility for any losses incurred in following the recommendations -Check the firm(s) listed on their profile page (or contact them by phone) if necessary to establish clear understanding of fees charged and potential conflicts of interest
Generally, the minimum fee starts at $100 per hour for negotiations with the bank and professional services. Investments in stocks or bonds will be charged according to when they are bought. Sometimes advisors charge you only a percentage of your total assets invested, up to around 1% per year maximum.